Northwest Investment Counselors’s Whirlpool WHR Stock Holding History

Northwest Investment Counselors’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.71K	Buy	+25	New	+$2.51K	﹤0.01%	547
2024 Q2	–	Sell	-24	Closed	-$2.92K	–	500
2024 Q1	$2.92K	Buy	+24	New	+$2.68K	﹤0.01%	471
2023 Q4	–	Sell	-10	Closed	-$1.34K	–	536
2023 Q3	$1.34K	Buy	+10	New	+$1.41K	﹤0.01%	530
2023 Q2	–	Sell	-11	Closed	-$1.41K	–	593
2023 Q1	$1.41K	Buy	+11	New	+$1.57K	﹤0.01%	519

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest Investment Counselors's WHR Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Whirlpool (WHR) in Q3 2024: 25 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in WHR as recently as Q1 2024.

Northwest Investment Counselors first reported a position in WHR in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.92K in Q1 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

Northwest Investment Counselors held 25 shares of Whirlpool worth $2.71K as of Q3 2024.
Whirlpool was a new Northwest Investment Counselors position in Q3 2024.
Whirlpool made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #547 holding.
Northwest Investment Counselors first reported a position in Whirlpool in Q1 2023 and has held it in 4 quarters since.
Northwest Investment Counselors's Whirlpool position peaked at $2.92K in Q1 2024.
531 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.